Geoffrey West (CRD# 5807040) is an Investment Advisor Representative working at Brighthaven Financial Advisors, LLC in Huntsville, AL and has over 12 years of experience in the finance industry.
CRD# 4169767
Lpl Financial LLC
CRD# 2106004
Raymond James Financial Services Advisors, Inc.
CRD# 6238002
Edward Jones
Company Name | Location | Dates | Years |
---|---|---|---|
Brighthaven Financial Advisors, LLC | Huntsville, AL | Aug 2024 - Current | < 1 |
Raymond James & Associates | Huntsville, AL | Jan 2021 - Aug 2024 | 3 |
Raymond James Financial Services, Inc. | Hiawassee, GA | Jan 2020 - Dec 2020 | < 1 |
Raymond James Financial Services Advisors | Hiawassee, GA | Jan 2020 - Dec 2020 | < 1 |
Raymond James & Associates | Troy, MI | Jun 2017 - Jan 2020 | 2 |
Jackson National Life Distributors LLC | Franklin, TN | Nov 2011 - Jun 2017 | 5 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Feb 2012 |
S65 | NASAA Investment Advisors Law Examination | Sep 2019 |
- AL
-
Total Assets Under Management9MILLIONS
-
Total Number of Accounts58ACCOUNTS
-
Average Account Value$149,321
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
AL
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